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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,330 | $65,566-44.6% | $86,235-57.9% | $75,177-51.7% |
| Participation rate | 88.2% | 60.5%+27.7pp | 69.0%+19.3pp | 67.2%+21.0pp |
| Annual return | 16.75% | 46.07%-29.3pp | 1170.03%-1153.3pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,408 | $3,023-20.4% | $3,987-39.6% | $4,126-41.7% |
| Admin fee / account holder | $168 | $5,470-96.9% | $6,856-97.6% | $5,651-97.0% |